Braze, Inc.: Growth Strength Remains Healthy
BRZEBraze(BRZE) Seeking Alpha·2024-09-08 20:28
We Are Investment overview I wrote about Braze, Inc. (NASDAQ:BRZE) previously (Mid-June 2024) with a buy rating as I see a long growth runway ahead for the business, and it was apparent that the poor macro backdrop was not impacting the business growth strength at all. I remain bullish on BRZE, as I don’t think the sharp sell-down in share price is justified. I think the slowdown in certain operating metrics is not due to structural weakness, and we should see a recovery eventually. 2Q25 earnings (annou ...